Todd is a Partner at MPI and is based in the firm’s New York City office. Since joining MPI, Todd has determined the value of closely held securities of companies and partnerships in many industries for a variety of purposes, including estate and gift tax, income tax, matrimonial proceedings, Employee Stock Ownership Plans, corporate planning and restructuring, financial reporting, sale, merger, stock purchase plans and buy-sell agreements. Todd has prepared valuations of closely held operating companies, asset holding entities, as well as other securities such as undivided interests in real estate, closely held promissory notes and preferred stock. While his experience spans a variety of industries, Todd specializes in the valuation of alternative investment management companies and carried interest. The valuation analyses and reports prepared by Todd have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants and other fiduciaries.

Education

Rutgers University - M.B.A.

The College of New Jersey - B.S.

Affiliations

CFA® Charterholder

New York Society of Security Analysts - Member

American Society of Appraisers - Accredited Senior Appraiser (ASA) in Business Valuation

Estate Planning Council of New York City - Member

New York State Society of CPAs - Member

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MPI, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work. MPI provides fairness opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.